John W. Davis
Founding Partner
Bret L. Hodgdon
Managing Partner
Mandy Bradley
Partner
Matthew S. Cleare
Partner
Kathryn C. Diedrichsen
Chief Operating Officer
Michael L. Thompson
Senior Wealth Advisor
Dawn G. Grenn
Tax Manager
Aida Volpone
Manager
Ryan Black-Deegan
Manager
Margery McCracken
Supervisor
Donna London
Supervisor
Eddy Blaise
Senior Accountant II
Ashlee Solarczyk
Wealth Advisor
Breanna Sykes
Wealth Advisor
Jackie Winkler
Associate Wealth Advisor
Genevieve Smyth
Supervisor
Sarah Lyons
Senior Accountant
Jocelyn Geiger
Senior Accountant II
Melanie Caracciolo
Remote Staff Accountant
Emma Longe
Remote Staff Accountant
Kayla Adams
Remote Staff Accountant
Sarah Bell
Associate Accountant II
Zach Davis
Associate Accountant II
Jonathan Nadaskay
Associate Accountant II